Markets › Super Investors › Motilal Oswal Large And Midcap Fund
MF
Motilal Oswal Large And Midcap Fund
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹8,475 Cr
Today
+₹95.4 Cr +1.14%
Companies
8
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +23.8% NIFTY 50 -4.4%ahead of NIFTY by 28.2 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
77%
Wtd P/E
92.5
Wtd ROE
19.1%
Holdings
8
By market cap
Large 86% Mid 14% Small 0%
Bought / added last quarter
Ather Energy Ltd+1.75pp
PTC Industries Ltd+0.51pp
Ola Electric Mobility Ltd+0.45pp
Gujarat Fluorochemicals Ltd+0.17pp
Bharat Dynamics Ltd+0.12pp
Holdings · 8
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Waaree Energies Ltd WAAREEENER · Capital Goods | 1.97% | ₹1,728.9 Cr | +0.64% | NEW | 22.6 | 32% |
| Apar Industries Ltd APARINDS · Capital Goods | 2.37% | ₹1,521.5 Cr | +5.03% | ▼ -0.06pp | 65.7 | 20% |
| Ather Energy Ltd ATHERENERG · Automobile and Auto Components | 3.70% | ₹1,453.8 Cr | -0.13% | ▲ +1.75pp | – | -34% |
| PTC Industries Ltd PTCIL · Capital Goods | 3.72% | ₹1,040 Cr | +0.29% | ▲ +0.51pp | 275.4 | 7% |
| Bharat Dynamics Ltd BDL · Capital Goods | 1.84% | ₹814.8 Cr | +0.79% | ▲ +0.12pp | 105.5 | 10% |
| Gujarat Fluorochemicals Ltd FLUOROCHEM · Chemicals | 1.71% | ₹693.4 Cr | +0.82% | ▲ +0.17pp | 70.5 | 8% |
| Ola Electric Mobility Ltd OLAELEC · Automobile and Auto Components | 3.20% | ₹621.9 Cr | -3.54% | ▲ +0.45pp | – | -43% |
| V2 Retail Ltd V2RETAIL · Consumer Services | 7.11% | ₹600.6 Cr | +3.66% | ▼ -0.05pp | 52.3 | 26% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Waaree Energies Ltd | 1.97 | · | · | · | · |
| Apar Industries Ltd | 2.37 | 2.43 | 2.14 | 2.18 | 1.53 |
| Ather Energy Ltd | 3.70 | 1.95 | · | · | · |
| PTC Industries Ltd | 3.72 | 3.21 | 3.07 | 2.69 | · |
| Bharat Dynamics Ltd | 1.84 | 1.72 | 1.81 | 1.63 | · |
| Gujarat Fluorochemicals Ltd | 1.71 | 1.54 | 1.42 | 1.26 | · |
| Ola Electric Mobility Ltd | 3.20 | 2.75 | 2.40 | · | · |
| V2 Retail Ltd | 7.11 | 6.87 | 6.29 | 6.53 | · |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.